Greetly + Yardi Kube

Greetly + Yardi Kube integrations

Create leads in Yardi Kube from new check-ins in Greetly

This Zap gives you an easy way to automate your lead management. When a future member uses Greetly's digital receptionist to check into your workspace for a tour, this integration will automatically register them as a lead in Yardi Kube.

When this happens...
New Check InTriggers when there is a new check in.
TriggerInstant
automatically do this!
Create LeadCreates a lead in Yardi Kube
ActionWrite

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More things you can do with Greetly and Yardi Kube

Discover other triggers and actions you can use with Greetly and Yardi Kube

New Check In
Triggers when there is a new check in.
Trigger
Instant
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- Host
- Email
  Required
- First Name
- Last Name
- Custom Visitor Info
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company
- Phone for Text Notifications
- Phone for Voice Notifications
- IM Handle
- Notification by SMS
- Notification by Voice
- Notification by Email
- Notification by IM
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Primary Phone
- Secondary Phone
- IM Handle
Action
Write
Activity Is Updated in Yardi Kube
Triggers when an activity is updated in Yardi Kube.
Trigger
Instant
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Booking Is Created in Yardi Kube
Triggers when a booking is created in Yardi Kube.
Trigger
Instant
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Company Is Archived in Yardi Kube
Triggers when a company is archived in Yardi Kube.
Trigger
Instant
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Company Is Updated in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
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Event Is Updated in Yardi Kube
Triggers when an event is updated in Yardi Kube.
Trigger
Instant
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Lead Is Created in Yardi Kube
Triggers when a new lead is created in Yardi Kube.
Trigger
Instant
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Member Is Archived in Yardi Kube
Triggers when a member is archived in Yardi Kube.
Trigger
Instant
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Member Is Updated in Yardi Kube
Triggers when a member is updated in Yardi Kube.
Trigger
Instant
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Note Is Updated in Yardi Kube
Triggers when a note is updated in Yardi Kube.
Trigger
Instant
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Tour Is Created in Yardi Kube
Triggers when a tour is created in Yardi Kube.
Trigger
Instant
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- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Assigned Internal User ID
  Required
- Property ID
  Required
- User Type ID
  Required
- Email Type
- Email
- Phone Type
- Phone
- Source Major Id
- Source Minor Id
- Opt out of Marketing
- Custom FIeld 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom FIeld 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- Property
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Id
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
- First Name
  Required
- Last Name
  Required
- Email1
  Required
- Culture
  Required
Action
Write
- Id
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Title
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Id
  Required
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Email
  Required
- Property Id
  Required
- Culture
  Required
Action
Write
- Property
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Id
  Required
Action
Write

New User
Triggers when a new user is created.
Trigger
Instant
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- Date of Visit
  Required
- Start Time
  Required
- End Time
  Required
- Host
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Email
  Required
Action
Write
Activity Is Created in Yardi Kube
Triggers when an activity is created in Yardi Kube.
Trigger
Instant
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Booking Is Archived in Yardi Kube
Triggers when a booking is archived in Yardi Kube.
Trigger
Instant
Try It
Booking Is Updated in Yardi Kube
Triggers when a booking is updated in Yardi Kube.
Trigger
Instant
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Company Is Created in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
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Event Is Created in Yardi Kube
Triggers when an event is created in Yardi Kube.
Trigger
Instant
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Lead Is Archived in Yardi Kube
Triggers when a lead is archived in Yardi Kube.
Trigger
Instant
Try It
Lead Is Updated in Yardi Kube
Triggers when a lead is updated in Yardi Kube.
Trigger
Instant
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Member Is Created in Yardi Kube
Triggers when a member is created in Yardi Kube.
Trigger
Instant
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Note Is Created in Yardi Kube
Triggers when a note is created in Yardi Kube.
Trigger
Instant
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Tour Is Archived in Yardi Kube
Triggers when a tour is archived in Yardi Kube.
Trigger
Instant
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Tour Is Updated in Yardi Kube
Triggers when a tour is updated in Yardi Kube.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Title
  Required
- Start Date time
  Required
- End Date Time
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
- Primary Contact Id
  Required
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
Action
Write
- Id
  Required
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write

About Greetly

Greetly is a digital receptionist app that greets visitors to your workplace.

HelpHelp

Related categories

Forms & Surveys

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Yardi Kube

Yardi Kube is an all-in-one coworking management platform.